Job Description
Job DescriptionWe are looking for a highly organized Sr. Administrative Assistant to support leadership and client-facing operations in California. This contract position offers a path to a permanent role and is ideal for someone who thrives in a fast-paced banking environment and can balance executive support, client coordination, and follow-through on critical activities. The person in this role will help keep priorities moving, maintain strong communication across teams, and contribute to a high standard of service for both internal and external stakeholders.
Responsibilities:
• Coordinate calendars, internal meetings, and conference calls for leadership while capturing key discussion points and monitoring follow-up actions.
• Support client and prospect interactions by preparing materials, attending meetings when needed, and ensuring next steps are documented and completed.
• Organize, review, print, and route loan-related documentation, including tracking signature status and maintaining accurate records.
• Gather required information for deposit and lending processes and assist with account-related and operational banking activities.
• Perform wire callback support and respond to complex client issues with professionalism, urgency, and sound judgment.
• Maintain a structured system for action items, project updates, and service requests so deadlines and client expectations are consistently met.
• Travel locally to branch locations, client offices, or residences to deliver or retrieve signed documents and provide administrative support tied to banking transactions.
• Contribute to outreach efforts, special assignments, and service initiatives that enhance client experience, team effectiveness, and brand presence.
• Follow banking policies and compliance procedures, including proper escalation of unusual activity and adherence to regulatory standards.• 3+ years of experience in administrative support, preferably within banking, financial services, or a similarly regulated environment.
• Strong ability to manage multiple priorities, maintain detailed records, and keep projects and action items moving forward.
• Experience handling banking documents, deposit-related information, or loan support activities is highly preferred.
• Comfortable coordinating meetings, conference calls, and communication with clients, internal teams, and leadership.
• Excellent written and verbal communication skills with a detail oriented, service-oriented approach.
• Ability to resolve sensitive or complex client matters with discretion and attention to detail.
• Valid driver's license and reliable personal transportation for local business travel as needed.
• Proficiency with standard office systems and administrative tools, along with strong overall operational support skills.